BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 489
                                                                  Page  1

          Date of Hearing:   April 16, 2001

                      ASSEMBLY COMMITTEE ON BANKING AND FINANCE
                                Louis J. Papan, Chair
                     AB 489 (Migden) - As Amended:  April 5, 2001
                              As Proposed to be Amended
           
          SUBJECT  : Sub-prime and predatory lending. 

           SUMMARY  :   Regulates lending practices defined as predatory and  
          affects loans secured by real property which are the result of  
          such practices and provides remedies for the aggrieved borrowers  
          and sanctions for the offending lenders.  Specifically,  this  
          bill  makes legislative findings and declarations:

          1)Concerning the increase in the extension of credit to low  
            income or credit impaired borrowers especially in the form of  
            subprime loans secured by the borrower's equity in his/her  
            dwelling.

          2)Recognizing that subprime lenders do offer access to capital  
            for borrowers who do not qualify for prime loans.  However in  
            spite of such benefits the proposal finds that many low income  
            borrowers have been victimized through loans having predatory  
            characteristics leading to borrowers' loss of equity in their  
            homes.

          3)Expressing the intent of the Legislature to improve consumer  
            protections against predatory lending practices.

          Prohibits real estate brokers or agents, commercial or  
          industrial banks, savings associations, finance lenders and  
          residential mortgage lender from originating any high-cost loan  
          by means of any manipulative, deceptive or other fraudulent  
          scheme, device, or contrivance prohibited by the regulations  
          adopted by the Secretary of the Business, Transportation, and  
          Housing Agency.

          Mandates the Secretary of the Business, Transportation and  
          Housing Agency to adopt regulations defining  fraudulent  
          schematizations and drafting  processes to curb abusive  
          practices related to the advertising, brokering, and making of  
          high-cost loans.

          Adds to the Civil Code a section relating to  "loan contracts,"   








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          "loan brokerage agreements," unconscionable conduct, consumer  
          remedies and sanctions against lenders. 


           EXISTING LAW  :  There are numerous federal and state statutes  
          that provide protections, rights and remedies to borrowers,  
          regulate lenders and the transactions.  In Federal Law there are  
          several acts including but not limited to: Real Estate  
          Settlement Procedures Act of 1974 - see 12 U.S.C 2601; Fair  
          Credit Reporting Act - see 15 U.S.C. 1681; Home Mortgage  
          Disclosure Act of 1975 - see 12 U.S.C. 2801; Home Owners' Loan  
          Act - see 12 U.S.C. 12 U.S.C. 1461; and  Home Ownership and  
          Equity Protection Act of 1994  within  the Truth in Lending Act  
          - see 15 U.S.C. 1601.

          In California some of the relevant laws are: Home Equity Sales  
          Contracts  -- see CC 1695-1695.17; Deceptive Practices -- see CC  
          1770; Home Equity Loan Disclosure Act -- see CC 2970-2971;   
          Mortgage of Real Property -- see CC 2947-2955.5;  Real Property  
          Loans -- see B&P 10240-10248.3; and Transactions in Trust Deeds  
          and Real Property Sales Contracts -- see B&P 10230-10236.6

           FISCAL EFFECT  :  Should be offset by regulatory fees.

           COMMENTS  :  This is a laudable undertaking since the persons most  
          affected by predatory lending practices are the least able to  
          contend with the aftermath.  In addition to the federal  
          government and government sponsored agencies, several states and  
          municipalities have undertaken legislation to address predatory  
          lending including: New York Bill A7828; Nevada Bill A447; West  
          Virginia H.B. 2596; Louisiana HB 1766; New Jersey AB 3298; and  
          Minnesota HF 2213.

          Predatory lending is usually defined by its aspects:

          Home improvement scams, which are home loans stemming from  
          unsolicited sellers of home improvements in which the work is  
          generally overpriced, and rarely performed adequately; 

          Mortgage broker kickbacks which result in higher priced loans  
          than the borrowers qualify for with their lenders;

          Steering to high rate lenders when consumers qualify for lower  
          rate loans;









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          Lending to people who cannot afford to repay;

          Falsified loan applications such that the loan originator pads  
          the borrower's income to make the loan qualify, yet which leads  
          to unaffordable payments for the borrower;

          Incapacitated homeowners;

          High interest rates which are far more than are justified by the  
          alleged additional risks and costs of providing credit to  
          homeowners with lower credit scores;

          Balloon payments terms for which the borrower has no way to meet  
          without refinancing the loan at excessive costs or losing the  
          home;

          Negative or non-amortizing loans, such that even after making  
          loan payments for years the borrowers end up owing more than was  
          originally borrowed;

          Padded closing costs, which can often be fees for settlement  
          services two or three times as high as are charged middle income  
          homeowners; 

          Credit insurance packing with high priced pre-paid term credit  
          insurance which add thousands of dollars in unnecessary costs to  
          loans for borrowers who could obtain more reasonably priced  
          credit insurance if paid on monthly basis; 

          High and unfair prepayment penalties; 

          Mandatory arbitration clauses, which frequently require only the  
          borrower to submit to it and not the lender and which can force  
          a homeowner to pay large sums for their concerns to be addressed  
          by arbitrators who have no incentive to follow consumer  
          protection laws, and whose decisions are not reviewable by any  
          court;

          Repeated refinancings which have the effect of bleeding the  
          homeowner's equity from the home by increasing the amount  
          borrowed exponentially in each refinancing without providing any  
          benefit to the borrower;

          Spurious open end loans whereby the lender is allowed to avoid  
          making the more comprehensive disclosures required by closed end  








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          credit, and thereby avoid any chance of the homeowner asserting  
          the right of rescission, as well as completely avoiding the  
          restrictions under the Home Ownership and Equity Protection Act,  
          regardless of the cost of the loan;

          Paying off low interest mortgages such as purchase money loans  
          with FHA with much higher interest rate loans;

          Refinancing unsecured debt for which the borrower could not lose  
          the home, with high interest rate debt which must be paid to  
          avoid foreclosure;

          125% loan to value loans which effectively prohibit borrowers  
          from selling their homes or filing bankruptcy to escape  
          unaffordable debt, without losing their home. 

           This bill  is essentially an imposition of regulations and  
          sanctions upon practices which are in many cases the subject of  
          statute or common law.   For example contracts are already  
          defined in the Civil Code and remedies are available for those  
          which are found to be unconscionable.  Terms used in the bill,  
          if not defined in the bill or by reference to other statutes or  
          common law should be defined.  Rather than amending one section  
          of the B&P Code and four sections of the Financial Code, perhaps  
          it would be more efficient to place the provisions in the Civil  
          Code which currently has several sections relating to loans  
          secured by real property.  It is appropriate to focus upon the  
          non-depository lenders which seem to be the major source of  
          these loans.  This could probably be achieved in simpler  
          fashion.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Consumers Union
          Housing California

           Opposition 
           
          California Mortgage Association (CMA)

           Concern
           
          California Financial Services Association








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          Analysis Prepared by  :    William C. George / B. & F. / (916)  
          319-3081